Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLGC
2351
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $136K | ﹤0.01% |
+29,999
| New | +$136K |
|
2352
Editas Medicine
EDIT
$235M
| $134K | ﹤0.01% |
11,298
-1,223
| -10% | -$14.5K |
|
|
RDFN
2353
DELISTED
Redfin
RDFN
| $134K | ﹤0.01% |
16,296
-2,442
| -13% | -$20.1K |
|
2354
Uranium Energy
UEC
$5.56B
| $134K | ﹤0.01% |
43,362
-4,651
| -10% | -$14.4K |
|
2355
Vimeo
VMEO
$1.28B
| $134K | ﹤0.01% |
22,211
+8,070
| +57% | +$48.7K |
|
|
DCPH
2356
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $134K | ﹤0.01% |
+10,250
| New | +$134K |
|
2357
ADT
ADT
$7.06B
| $133K | ﹤0.01% |
21,678
+6,350
| +41% | +$39K |
|
|
SRNE
2358
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $133K | ﹤0.01% |
66,398
-19,266
| -22% | -$38.6K |
|
2359
Payoneer
PAYO
$2.34B
| $132K | ﹤0.01% |
+33,588
| New | +$132K |
|
2360
AvidXchange
AVDX
$2.06B
| $130K | ﹤0.01% |
21,184
-616,163
| -97% | -$3.78M |
|
2361
MRC Global
MRC
$1.24B
| $128K | ﹤0.01% |
+12,882
| New | +$128K |
|
2362
Senseonics Holdings
SENS
$358M
| $127K | ﹤0.01% |
123,280
-6,283
| -5% | -$6.47K |
|
2363
Ocugen
OCGN
$322M
| $126K | ﹤0.01% |
55,632
-693
| -1% | -$1.57K |
|
2364
Entravision Communication
EVC
$217M
| $125K | ﹤0.01% |
27,313
-2,743
| -9% | -$12.6K |
|
2365
eXp World Holdings
EXPI
$1.73B
| $125K | ﹤0.01% |
10,645
-754
| -7% | -$8.85K |
|
2366
Rocket Lab Corporation Common Stock
RKLB
$22.2B
| $125K | ﹤0.01% |
+33,085
| New | +$125K |
|
2367
Atara Biotherapeutics
ATRA
$82.7M
| $124K | ﹤0.01% |
+641
| New | +$124K |
|
2368
Gates Industrial
GTES
$6.53B
| $121K | ﹤0.01% |
+11,164
| New | +$121K |
|
2369
Alight
ALIT
$1.89B
| $120K | ﹤0.01% |
+17,765
| New | +$120K |
|
2370
Globalstar
GSAT
$3.94B
| $117K | ﹤0.01% |
6,366
-530
| -8% | -$9.74K |
|
|
TRHC
2371
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $115K | ﹤0.01% |
+44,602
| New | +$115K |
|
2372
Janus International
JBI
$1.39B
| $114K | ﹤0.01% |
+12,673
| New | +$114K |
|
2373
Udemy
UDMY
$1B
| $114K | ﹤0.01% |
+11,196
| New | +$114K |
|
2374
Veru
VERU
$57.3M
| $114K | ﹤0.01% |
+1,008
| New | +$114K |
|
2375
Eventbrite
EB
$262M
| $113K | ﹤0.01% |
11,035
-2,063,103
| -99% | -$21.1M |
|